09 /Monthly Library · Release

August 2026 · revision 1

Buoyant Opportunities — PMS (Discretionary). Published 23/09/2026, 09:00:00 IST. This URL resolves to this explicit revision.

ActivePublished

State machine

Release lifecycle

01Draft
02Extracting
03Needs data review
04Data validated
05Content drafting
06Investment review
07Publication review
08Ready to publish
09Published

Any review may return the release to an earlier state with recorded reasons. Published releases cannot be edited in place; a correction creates the next revision and marks this one superseded.

Approvals

Version-bound approvals

Role	Who	When (IST)	Basis
Data steward	Operations	23/09/2026, 08:20:00	Transcribed from factsheet, top-30 sheet, flyer and deck; reconciled totals (see quality checks).
Investment reviewer	Investment Committee (per factsheet sign-off)	23/09/2026, 08:40:00	Commentary and allocations are the published August factsheet text, unchanged.
Publication reviewer	Compliance	23/09/2026, 08:55:00	Important information block reproduced verbatim from factsheet p4.

Frozen facts

What this revision contains

Headline: 20.77% p.a. SI · +6.68 pp · beta 0.89 · consistency 97% · AUM USD 2.2 bn
Performance table: 11 periods · rolling 4 windows · risk metrics 7 · absolute 7
Sector weights 12 · Core/Satellite 5 · market cap 4 · concentration top-1/5/10/20 = 7/24.7/39.5/64.6%
Valuation rows 2 · holdings 30 (0 unmapped) · weights 40 as of 2026-07-31 (carried forward)
Commentary: "Earnings are not the scarce resource. The price paid for them is." · 4 sections · sources 16 · candidates 0 · methodology calc-1.0.0

Seed release transcribed from the August 2026 package; commentary is served from data/research/market-view-aug2026.json for this release.

Diff

Changes vs the weights sheet of 2026-07-31

Holdings

EnteredMedplus Health Services (rank 27)
EnteredIndo-MIM (rank 30)
Left top-30bajaj-auto (1.6%)
Left top-30varun-beverages (1%)
Up 6Medplus Health Services: 33 → 27
Up 4Indo-MIM: 34 → 30
Up 3One 97 Communications: 18 → 15
Up 3Avenue Supermarts: 26 → 23
Up 3SBI Life Insurance Company: 29 → 26
Down 3IDFC First Bank: 17 → 20
Down 6Aurobindo Pharma: 23 → 29

Performance (portfolio, pp change)

Period	Prev	Now	Δ
1M	—	+1.64%	—
3M	—	+5.96%	—
6M	—	+2.01%	—
1Y	—	+11.38%	—
2Y	—	+8.92%	—
3Y	—	+15.42%	—
4Y	—	+20.04%	—
5Y	—	+18.07%	—
7Y	—	+24.35%	—
10Y	—	+20.31%	—
SI	—	+20.77%	—

Sector weights (pp change)

Sector	Prev	Now	Δ
Banking	—	22.1	—
FMCG	—	8.8	—
Info Tech	—	8	—
Insurance	—	7.5	—
HealthCare	—	7.3	—
NBFC	—	7.1	—
Building Materials	—	6.9	—
Industrials	—	4.2	—
Telecom	—	3.8	—
Automobile	—	3.6	—
Other sectors (9)	—	12.3	—
Cash	—	8.4	—

No earlier published release in the store: the baseline is the ranks implied by this release's dated weights table. The next month's release will diff against this one.

Evidence

Source documents bound to this revision

Document	Type	Pages	Extraction	SHA-256
Buoyant AIF Factsheet - Aug 2026.pdf	Factsheet	3	text layer (pdftotext), reviewed	6606b8a04b479069…
Buoyant AIF Flyer - Aug 2026.pdf	Flyer	2	text layer (pdftotext), reviewed	b1ebd9b23c81de38…
Buoyant AIF Flyer - Axis - Aug 2026.pdf	Flyer	2	text layer (pdftotext), reviewed	38c3461aed6e7809…
Buoyant AIF I Top 10 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	e1419f4e681e35d9…
Buoyant AIF I Top 30 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	35c315188575ad61…
Buoyant AIF II Top 10 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	502e673a640e37de…
Buoyant AIF II Top 30 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	e95707ab697fb113…
Buoyant AIF III Top 10 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	57c0c9573f91c78a…
Buoyant AIF III Top 30 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	d4554d67f9356331…
Buoyant PMS Factsheet - Aug 2026.pdf	Factsheet	4	text layer (pdftotext), reviewed	d5f84f5261850cbf…
Buoyant PMS Flyer - Aug 2026.pdf	Flyer	2	text layer (pdftotext), reviewed	f7a927c352532911…
Buoyant PMS Flyer - Axis - Aug 2026.pdf	Flyer	2	text layer (pdftotext), reviewed	dfb9e81b7e5b4aa8…
Buoyant PMS Top 10 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	a0158126cd4e10a0…
Buoyant PMS Top 30 Holdings - Aug 2026.pdf	Holdings sheet	1	text layer (pdftotext), reviewed	e90763ed71604b22…
Buoyant-Aug26-PMS.pdf	Deck	20	text layer (pdftotext), reviewed	7bd03e448db81641…
Buoyant-Aug26-PMS_AIF.pdf	Deck	21	text layer (pdftotext), reviewed	008af9762dce1420…

Existing clients view →New clients view →Data & publishing →

Role

Who

When (IST)

Basis

Data steward

Operations

23/09/2026, 08:20:00

Transcribed from factsheet, top-30 sheet, flyer and deck; reconciled totals (see quality checks).

Investment reviewer

Investment Committee (per factsheet sign-off)

23/09/2026, 08:40:00

Commentary and allocations are the published August factsheet text, unchanged.

Publication reviewer

Compliance

23/09/2026, 08:55:00

Important information block reproduced verbatim from factsheet p4.

Period

Now

—

+1.64%

—

+5.96%

—

+2.01%

—

+11.38%

—

+8.92%

—

+15.42%

—

+20.04%

—

+18.07%

—

+24.35%

—

10Y

—

+20.31%

—

+20.77%

—

Sector

Now

Banking

—

22.1

—

FMCG

—

8.8

—

Info Tech

—

Insurance

—

7.5

—

HealthCare

—

7.3

—

NBFC

—

7.1

—

Building Materials

—

6.9

—

Industrials

—

4.2

—

Telecom

—

3.8

—

Automobile

—

3.6

—

Other sectors (9)

—

12.3

—

Cash

—

8.4

—

Document

Type

Pages

Extraction

SHA-256

Buoyant AIF Factsheet - Aug 2026.pdf

Factsheet